Ameritas Advisory Services’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Ameritas Advisory Services’s Portfolio POWA Stock Details POWA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-3,166	Closed	-$246K	–	919
2024 Q2	$246K	Hold	3,166	–	–	0.01%	796
2024 Q1	$237K	Buy	+3,166	New	+$237K	0.01%	777
2023 Q4	–	Sell	-3,157	Closed	-$208K	–	811
2023 Q3	$208K	Hold	3,157	–	–	0.01%	744
2023 Q2	$215K	Hold	3,157	–	–	0.03%	507
2023 Q1	$212K	Hold	3,157	–	–	0.01%	746
2022 Q4	$210K	Buy	+3,157	New	+$208K	0.01%	810
2022 Q2	–	Sell	-3,139	Closed	-$221K	–	844
2022 Q1	$221K	Hold	3,139	–	–	0.01%	770
2021 Q4	$229K	Buy	+3,139	New	+$219K	0.01%	738

Other funds holding POWA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $281M AUM 93.52% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DWA

Delos Wealth Advisors Dallas, Texas $195M AUM 23.25% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameritas Advisory Services's POWA Position: Q3 2024 in Review

Ameritas Advisory Services sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q3 2024, closing a stake of 3,166 shares — an estimated $246K sold.

Ameritas Advisory Services first reported a position in POWA in Q4 2021 and held it in 8 quarters. The position peaked at $246K in Q2 2024. 71 funds tracked by Wall St. Rank hold POWA as of Q3 2024.

Ameritas Advisory Services reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q3 2024 after selling out during the quarter.
Ameritas Advisory Services sold 3,166 Invesco Bloomberg Pricing Power ETF shares in Q3 2024, an estimated $246K.
Ameritas Advisory Services first reported a position in Invesco Bloomberg Pricing Power ETF in Q4 2021 and held it in 8 quarters.
Ameritas Advisory Services's Invesco Bloomberg Pricing Power ETF position peaked at $246K in Q2 2024.
71 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q3 2024.

Based on Ameritas Advisory Services's 13F filing for Q3 2024, filed 30 Oct 2024.